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Royal Capital Wealth Management’s Air Products & Chemicals APD Stock Holding History

Royal Capital Wealth Management’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-674
Closed -$208K – 97
2022
Q4 		$208K Buy
+674
New +$190K 0.22% 91
2022
Q1 		– Sell
-679
Closed -$207K – 100
2021
Q4 		$207K Buy
+679
New +$199K 0.2% 101

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Capital Wealth Management's APD Position: Q1 2023 in Review

Royal Capital Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2023, closing a stake of 674 shares — an estimated $208K sold.

Royal Capital Wealth Management first reported a position in APD in Q4 2021 and held it in 2 quarters. The position peaked at $208K in Q4 2022. 1,585 funds tracked by Wall St. Rank hold APD as of Q1 2023.

  • Royal Capital Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2023 after selling out during the quarter.
  • Royal Capital Wealth Management sold 674 Air Products & Chemicals shares in Q1 2023, an estimated $208K.
  • Royal Capital Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and held it in 2 quarters.
  • Royal Capital Wealth Management's Air Products & Chemicals position peaked at $208K in Q4 2022.
  • 1,585 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2023.

Based on Royal Capital Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.